According to one expert, the globalization of the semiconductor industry has come to an end, and as a result, the semiconductor supply chain will inevitably experience more fragmentation. This perspective was shared during a semiconductor conference held in Nanjing, China, where Chinese chip experts discussed strategies to address the challenges posed by US export restrictions on the country’s chip-making industry.
The need for enhanced cooperation within the industry
During the conference, Yu Xiekang, the chairman of the China Semiconductor Industry Association, expressed concerns over how US-led export controls have disrupted Chinese chip-making capabilities. He emphasized the need for enhanced cooperation within the industry, advocating a united front against the restrictions imposed by Washington on China’s chip industry.
Another noteworthy speaker at the event was Wei Shaojun, a prominent Chinese semiconductor expert and former director of the Institute of Microelectronics at Tsinghua University. He asserted that the industry’s globalization has reached its end due to geopolitical tensions, predicting that the semiconductor supply chain will inevitably experience further fragmentation.
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Discuss strategies for coping with the challenges
Amidst US export restrictions on Chinese chip-making industry, a semiconductor conference was recently held in Nanjing, China. Local experts gathered to discuss strategies for coping with the challenges posed by these restrictions.
During the conference, Yu Xiekang, the chairman of the China Semiconductor Industry Association, expressed concerns about the disruption caused by US-led export controls on Chinese chip-making capabilities. He urged for “enhanced cooperation” within the industry and reiterated his association’s stance against Washington’s limitations on China’s chip industry.
Wei Shaojun, a prominent Chinese chip expert and former director of the Institute of Microelectronics at Tsinghua University, pointed out that the globalization of the industry has come to an end due to geopolitical tensions. He emphasized that the semiconductor supply chain will inevitably experience more fragmentation.
In response to the challenges, Ni Guangnan, a chip expert at the Institute of Computing Technology under the Chinese Academy of Sciences, suggested leveraging the size of China’s domestic market to foster the growth of local players, such as Yangtze Memory Technologies Corp, which have been affected by US sanctions. He also highlighted that China can produce advanced NAND flash memory chips even without access to extreme ultraviolet lithography tools, which are restricted under Washington’s export controls.
These concerns raised during the conference come at a time when Washington is reportedly considering further tightening trade restrictions, affecting Intel and Nvidia’s ability to ship advanced artificial intelligence chips to China-based customers. This has prompted lobbying efforts by the US Semiconductor Industry Association and major American chip makers, including Intel, to urge the Biden administration to show restraint.
